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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| WA | RA | APPROVED | 2022-03-29 |
Branch Locations
2885 Harbor Ave Sw, Ste D, Seattle, WA 98126 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsic | Edmonds | WA | 01/2006 | 09/2020 |
| Stonebridge Wealth Management | Seattle | WA | 04/2008 | 09/2020 |
| National Securities Corporation | Seattle | WA | 09/2020 | Present |
| National Asset Management | Seattle | WA | 09/2020 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2022 | Present |
1.Mr. Schwartz uses Stonebridge Wealth Management as the name of the business under which he provides investment advice through Private Advisor Group, LLC. 2.Mr. Schwartz holds licenses to sell insurance and sells insurance products as an independent insurance agent. This insurance business is separate and apart from Private Advisor Group, and does not include investment advisory services. 3.Mr. Schwartz is a licensed attorney, but any legal advice is separate and apart from investment advisory services that Mr. Schwartz provides through Private Advisor Group, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-23 |
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